2023-02-24T08:09:37-06:00 2022-06-30 363168081 SIKICH LLP 3051 HOLLIS DRIVE 3RD FLOOR SPRINGFIELD IL 62704 990 2021-07-01 371019805 SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE FOUNDATION SOUT 6186502345 30 NORTH CIRCLE DR CAMPUS BX 1082 EDWARDSVILLE IL 620261082 JENELL WRIGHT SR DIR OF FINANCIAL AFFAIRS 6186502345 2023-02-22 1 JENELL WRIGHT 999009999 JILL M BOYLE CPA P01246734 2177933363 2023-02-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z SIUE FOUNDATION B SETH WALKER 30 NORTH CIRCLE DR CAMPUS BX 1082 EDWARDSVILLE IL 620261082 15299888 0 X WWW.SIUE.EDU/GIVE X 1977 IL PHILANTHROPIC SOLICITATION, CULTIVATION, AND RECOGNITION ON BEHALF OF SIUE. 33 30 0 40 0 0 5663879 5946698 190000 190000 4991099 2573196 7995 23401 10852973 8733295 3946633 4268581 0 0 0 0 0 0 373376 1572999 2339644 5519632 6608225 5333341 2125070 62202933 53902987 922128 366030 61280805 53536957 X THE SIUE FOUNDATION EXISTS TO SUPPORT THE MISSION, VISION, AND VALUES OF SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE. ON BEHALF OF THE UNIVERSITY, THE FOUNDATION PROVIDES FUNDRAISING COORDINATION AND IMPLEMENTATION, SERVES AS THE STEWARD FOR CONTRIBUTIONS, PRODUCES DONOR RECEIPTS, CONDUCTS THE DECENTRALIZED ANNUAL FUND DRIVE PROGRAMS, AND UPHOLDS THE HIGHEST STANDARDS OF FISCAL RESPONSIBILITY AND INVESTMENT MANAGEMENT. THESE EFFORTS ARE CONDUCTED IN RELATION TO THE DONORS' EXPRESSED WISHES AS WELL AS THE INSTRUCTIONAL SCHOLARSHIP, AND PUBLIC SERVICES PURSUITS OF THE UNIVERSITY. 0 0 4424777 3182923 190000 THE SIUE FOUNDATION EXISTS TO SUPPORT THE MISSION, VISION, AND VALUES OF SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE. ON BEHALF OF THE UNIVERSITY, THE FOUNDATION PROVIDES FUNDRAISING COORDINATION AND IMPLEMENTATION, SERVES AS THE STEWARD FOR CONTRIBUTIONS, PRODUCES DONOR RECEIPTS, CONDUCTS THE DECENTRALIZED ANNUAL FUND DRIVE PROGRAMS, AND UPHOLDS THE HIGHEST STANDARDS OF FISCAL RESPONSIBILITY AND INVESTMENT MANAGEMENT. THESE EFFORTS ARE CONDUCTED IN RELATION TO THE DONORS' EXPRESSED WISHES AS WELL AS INSTRUCTIONAL SCHOLARSHIP AND PUBLIC SERVICE PURSUITS OF THE UNIVERSITY. 1085658 1085658 SCHOLARSHIPS AND AWARDS FOR STUDENTS OF SIUE : IN FISCAL YEAR 2022, THE SIUE FOUNDATION PROVIDED OVER $1,000,000 IN SCHOLARSHIPS AND AWARDS TO 720 OUTSTANDING STUDENTS. THE SIUE FOUNDATION PROVIDES FUNDING FOR SCHOLARSHIPS AND AWARDS FOR DESERVING SIUE STUDENTS IN SUPPORT OF THEIR EFFORTS TO ATTAIN A QUALITY EDUCATION ENABLING THEM TO LAUNCH THEIR PERSONAL VISION AND PROVIDING A SOLID FOUNDATION TO BUILD UPON DURING THEIR LIFETIME. THROUGH SCHOLARSHIP PROCEDURES ESTABLISHED IN EACH COLLEGE, SCHOOL, DEPARTMENT, OR UNIT, STUDENT APPLICANTS ARE EVALUATED USING SPECIFIC CRITERIA FOR THE PARTICULAR SCHOLARSHIP OR AWARD, OFTEN ESTABLISHED BY THE DONOR OF THE FUNDS AWARDED. 5510435 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 61 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CO FL IL MD MA MN SC WA X JENELL WRIGHT 6186502345 30 NORTH CIRCLE DRIVE CAMPUS BX EDWARDSVILLE IL 620261082 MAHONY DANIEL SIU SYSTEM PRESIDENT 1.00 36.50 X X 0 453869 50850 PEMBROOK RANDALL SIUE CHANCELLOR (THRU 2.28.2022) 1.00 36.50 X X 0 340878 38654 MINOR JAMES T SIUE CHANCELLOR (BEGIN 3.1.2022) 1.00 36.50 X X 0 0 0 STACK RACHEL CEO, SIUE FOUNDATION (THRU 4.12.2022) 19.00 18.50 X X 0 174191 41881 RUST KEVIN TREASURER, SIUE FOUNDATION 2.00 0.00 X X 0 0 0 GEORGE BEVERLY BOARD OF DIRECTORS CHAIR 1.00 0.00 X X 0 0 0 FRATTURA ELIZABETH CO-VICE PRESIDENT, SIUE FDTN 1.00 0.00 X X 0 0 0 HOPKINS DAVID PRESIDENT, SIUE FDTN 1.00 0.00 X X 0 0 0 LEXOW LAWRENCE DIRECTOR 1.00 0.00 X 0 0 0 PHELPS JR LENDELL A DIRECTOR 1.00 0.00 X 0 0 0 RAVENELLI ANDREW EX-OFFICIO MEMBER AA 1.00 1.00 X 0 0 0 MCRAE STEVEN DIRECTOR 1.00 0.00 X 0 0 0 KEHRER KEITH DIRECTOR 1.00 0.00 X 0 0 0 OELTJEN JOHN E DIRECTOR 1.00 0.00 X 0 0 0 NICOL KEVIN DIRECTOR 1.00 0.00 X 0 0 0 REIFSTECK CHARLES DIRECTOR 1.00 0.00 X 0 0 0 ROLLER NEAL DIRECTOR 1.00 0.00 X 0 0 0 SCHMIDT JOHN F DIRECTOR 1.00 0.00 X 0 0 0 SHASHEK MARK DIRECTOR 1.00 0.00 X 0 0 0 OPEL CHAD DIRECTOR 1.00 0.00 X 0 0 0 TERRY DENNIS M DIRECTOR 1.00 0.00 X 0 0 0 KAUFHOLD KEVIN DIRECTOR 1.00 0.00 X 0 0 0 KANE MARY DIRECTOR 1.00 0.00 X 0 0 0 WOLTERS JANICE DIRECTOR (THRU 2.24.22) 1.00 0.00 X 0 0 0 GLENN ANDREW CO-VICE PRESIDENT, SIUE FDTN 1.00 0.00 X X 0 0 0 GRADY EDWARD C DIRECTOR 1.00 0.00 X 0 0 0 HENRY BRIAN DIRECTOR 1.00 0.00 X 0 0 0 HERTEL JENNIFER DIRECTOR 1.00 0.00 X 0 0 0 BUTLER MICHAEL DIRECTOR 1.00 0.00 X 0 0 0 HIGHTOWER EDWARD EX-OFFICIO MEMBER, SIU TRUSTEE 1.00 0.00 X 0 0 0 WENZEL MICHAEL N DIRECTOR 1.00 0.00 X 0 0 0 HUNEKE EDWARD DIRECTOR 1.00 0.00 X 0 0 0 IVY KELSIA DIRECTOR 1.00 0.00 X 0 0 0 GRAY ANGELA DIRECTOR 1.00 0.00 X 0 0 0 BREIHAN MCKENZIE DIRECTOR 1.00 0.00 X 0 0 0 WRIGHT JENELL SENIOR DIRECTOR FINANCIAL AFFAIRS 19.00 18.50 X 0 111321 29253 TAYLOR CATHY CEO, SIUE FOUNDATION (BEGIN 4.13.22) 8.00 29.50 X 0 100325 36032 MEYER JANINE OPERATIONS MANAGER 19.00 18.50 X 0 70565 8850 0 1251149 205520 0 0 1 0 BLACKBAUD INC 2000 DANIEL ISLAND DRIVE CHARLESTON SC 294927541 ENTERPRISE CLOUD-BASED SYSTEM 144223 1 294811 5651887 1797960 5946698 FEES & CONTRACTS FROM GOVERNMENT 611710 190000 190000 190000 2275621 2275621 6652632 6355057 297575 297575 297575 221350 294811 211536 9814 9814 MISCELLANEOUS REVENUE - CSV 900099 13587 13587 13587 8733295 190000 0 2596597 3182923 3182923 1085658 1085658 7646 7646 36030 36030 154605 154605 432565 258307 138178 36080 101339 54393 5150 41796 97759 29952 14338 53469 215475 43745 120582 51148 141663 34761 76965 29937 155538 149168 749 5621 59309 59210 99 129990 61238 68752 24781 7949 16832 MEAL EXPENSE 195127 120298 28324 46505 STUDENT COMMODITIES 146284 54357 2723 89204 EQUIPMENT EXPENSE 126345 125308 1037 DUES & SUBSCRIPTIONS 80273 29663 43633 6977 234915 213505 8870 12540 6608225 5510435 724414 373376 2589958 653720 771026 1162327 34988 565 27642 24464 258872 103335 2808073 1575281 1300201 1232792 55276455 48973620 1943791 1752164 62202933 53902987 816405 341000 82946 4961 22777 20069 922128 366030 X 6028077 2707603 55252728 50829354 61280805 53536957 62202933 53902987 X 2125070 -9749570 -119348 X 0 1 X 1 0 X 5140101 10381282 5041341 5663879 5946698 32173301 571367 469469 403127 471448 447691 2363102 5711468 10850751 5444468 6135327 6394389 34536403 6641161 27895242 1068651 1355429 1176410 1232851 2275621 7108962 19707 73558 7995 23401 124661 41770026 950000 0.66780 0.65560 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 19,707. 2019 AMOUNT: $ 73,558. 2020 AMOUNT: $ 7,995. 2021 AMOUNT: $ 23,401. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35684353 3057149 -4722743 982798 389127 126375 32520459 26335757 2847345 7929607 954507 364741 109108 35684353 25780917 1437243 264245 747179 312875 86594 26335757 23055010 2602192 1164191 1040476 25780917 22378255 1076574 1312492 1712311 23055010 0.01833 0.93415 0.04752 0 0 2639876 1410133 1229743 168197 165148 3049 1232792 ANNUITY PAYABLE 20069 20069 X -738236 -9749570 447691 -15047 -9316926 8578690 154605 154605 8733295 7005612 447691 104301 551992 6453620 154605 154605 6608225 PART V, LINE 4: THE BOARD HAS ESTABLISHED A POLICY REGARDING SPENDING THE NET INCOME WITH THE STATED PURPOSE OF ENSURING THAT ADMINISTRATORS OF THESE FUNDS ARE ABLE TO MAKE THE BEST POSSIBLE USE OF THE EARNINGS OF THESE FUNDS WHILE PRESERVING THE INTEREST AND INTENT OF THE DONOR, THE FOUNDATION, AND THE UNIVERSITY. THE FOUNDATION'S INVESTMENT POLICY IS ADMINISTERED TO ALL ENDOWMENT FUNDS UNLESS EXCEPTIONS HAVE BEEN STIPULATED BY THE DONOR. THE EARNINGS CAN BE USED FOR THE PURPOSES SPECIFIED BY THE DONOR INCLUDING SCHOLARSHIPS, AWARDS, OR SUPPORT FOR A PARTICULAR SCHOOL OR DEPARTMENT. LESS THAN TWO PERCENT OF THE ENDOWMENT IS UNRESTRICTED. PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS ISSUED A DETERMINATION LETTER, DATED AUGUST 19, 1982, INDICATING THAT THE FOUNDATION QUALIFIES FOR FEDERAL INCOME TAX EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE EXCEPT FOR INCOME TAXES ASSOCIATED WITH UNRELATED BUSINESS INCOME. THE IRS HAS FURTHER DETERMINED THAT THE FOUNDATION IS NOT A PRIVATE FOUNDATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 104,301. IMPAIRMENT LOSS -119,348. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 104,301. CENTRAL AMERICA AND THE CARIBBEAN INVESTMENTS 2027988 0 0 0 0 0 0 2027988 0 2027988 1 0 1 0 0 0 PART III ACCOUNTING METHOD: ATHLETICS RED & BLACK GALA 172591 67728 104863 3844 10311 18357 3500 37010 SCHOOL OF DENTAL SCHOLARSHIP GALA 133855 131955 1900 977 10794 2050 4786 8 209715 95128 114587 3750 23717 42482 29659 300 19999 516161 294811 221350 3750 28538 52793 58810 5850 61795 211536 9814 1 ALUMNI ASSOCIATION OF SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE 30 NORTH CIRCLE DR CAMPUS BOX 1031 EDWARDSVILLE IL 62026 237303172 501(C)(3) 77085 0 REIMBURSEMENT OF EXPENSES IN SUPPORT OF ALUMNI AFFAIRS' PROJECTS TO ADVANCE SIUE VIA ALUMNI AND STUDENT-CENTERED EVENTS. SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE HAIRPIN DRIVE EDWARDSVILLE IL 62026 370986220 GOVERNMENT 2399799 552786 FMV ASSETS AND GIFTS IN KIND REIMBURSEMENT OF EXPENSES IN SUPPORT OF DEPARTMENTAL OR COLLEGE EXPENSES, MATERIALS, ASSETS SIUE CHARTER SCHOOL 125 PECK SERVICE RD CAMPUS BOX 1049 EDWARDSVILLE IL 62026 464025748 501(C)(3) 153253 0 REIMBURSEMENT OF EXPENSES IN SUPPORT OF SIUE CHARTER SCHOOL INCLUDING EDUCATIONAL EXPENSES, ASSETS 3 AWARDS & SCHOLARSHIPS ASSISTANCE TO STUDENTS 718 1069408 CASH WOMAN/MINORITY SIUE SCHOOL OF BUSINESS COMPETITION WINNER 1 5800 CASH METRO EAST STARTUP CHALLENGE WINNER 1 10450 CASH PART I, LINE 2: THE SIUE FOUNDATION OFFICE OF FINANCIAL AFFAIRS IS RESPONSIBLE FOR ENSURING FUNDS ARE UTILIZED IN ACCORDANCE WITH THE STIPULATIONS OF THE DONOR. MULTIPLE CHECKS AND BALANCES ARE IN PLACE TO MAXIMIZE CONTROLS OVER THE PROCESS INCLUDING REQUIREMENTS TO TWO APPROVALS FOR DISBURSEMENTS FROM THE ORIGINATING SCHOOL OR COLLEGE, SEGREGATION OF THE DISBURSEMENT PROCESSING STEPS IN FINANCIAL AFFAIRS AND DONOR REPORTING. DEPARTMENTAL REPORTING ALSO AIDS IN IDENTIFYING AND RESOLVING ANY VARIANCES TO STATED PROCEDURES REGARDING THE GRANTS/ASSISTANCE PAYMENTS. 0 0 0 0 0 0 0 0 0 MAHONY DANIEL SIU SYSTEM PRESIDENT 0 453869 0 0 0 0 0 28768 0 22082 0 504719 0 0 PEMBROOK RANDALL SIUE CHANCELLOR (THRU 2.28.2022) 0 340878 0 0 0 0 0 20404 0 18250 0 379532 0 0 STACK RACHEL CEO, SIUE FOUNDATION (THRU 4.12.2022 0 174191 0 0 0 0 0 21904 0 19977 0 216072 0 0 PART I, LINE 3 THE HUMAN RESOURCES DEPARTMENT OF SOUTHERN ILLINOIS UNIVERISTY EDWARDSVILLE, A RELATED ORGANIZATION, MAINTAINS EXTENSIVE SALARY DATA AND SINCE EMPLOYEES ARE PAID BY THE UNIVERSITY AND NOT BY THE FILING ORGANIZATION, THE UNIVERSITY ASSISTS IN THE PROCESS OF DETERMINING AN APPROPRIATE SALARY BASED ON REVIEW OF COMPARABLE POSITIONS AND BUDGETARY CONSIDERATIONS. X 34570 FAIR MARKET VALUE X 12 551371 FAIR MARKET VALUE X 1 127790 FAIR MARKET VALUE X DENTAL EQUIPMENT FOR NEW SDM BUILDING 256 1023153 FAIR MARKET VALUE X ENGINEERING EQUIPMENT 4 34598 FAIR MARKET VALUE X AUCTION ITEMS 73 26478 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: AN AUCTION HOUSE IS SOMETIMES USED TO SELL ARTWORK AND OTHER COLLECTIBLES AND ARE PAID A FLAT COMMISSION PERCENTAGE FROM THE PROCEEDS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS WAS EMAILED A COPY OF THE PREPARED FORM 990 BEFORE IT WAS FILED. THE AUDIT COMMITTEE REVIEWED THE 990. THE FILING IS REVIEWED IN DETAIL TO ENSURE THE COMMITTEE IS COMFORTABLE WITH THE PROCESS USED BY MANAGEMENT TO COMPLETE THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS INCLUDING ITS OFFICERS AND CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION ARE REQUIRED TO ANNUALLY COMPLETE THE CONFLICT OF INTEREST QUESTIONNAIRE AND SUBMIT IT TO THE FOUNDATION. THE SIUE FOUNDATION REGULARLY TRACKS AND UPDATES PERSONAL AND PROFESSIONAL MATTERS OF BOARD MEMBERS AND ANY CONFLICT NOT REPORTED WOULD BE INVESTIGATED BY THE SIUE FOUNDATION. THE FOUNDATION CREATES A CULTURE OF TRANSPARENCY IN WHICH BOARD MEMBERS REPORT ANY POTENTIAL CONFLICTS THAT MAY ARISE AND APPROPRIATE ACTIONS ARE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS AND KEY EMPLOYEES HAVE BEEN TRADITIONALLY HIRED WITH THE APPOINTMENT OF A COMMITTEE. ONE RESPONSIBILITY OF THE COMMITTEE IS TO EVALUATE A SALARY RANGE. THE HUMAN RESOURCES DEPARTMENT OF SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE MAINTAINS EXTENSIVE SALARY DATA AND SINCE EMPLOYEES ARE PAID BY THE UNIVERSITY AND NOT BY THE FILING OF THE ORGANIZATION, THE UNIVERSITY ASSISTS IN THE PROCESS OF DETERMINING AN APPROPRIATE SALARY TO OFFICERS BASED ON REVIEW OF COMPARABLE POSITIONS AND BUDGETARY CONSIDERATIONS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST INCLUDE THE AUDIT REPORT, CONFLICT OF INTEREST POLICY, AND THE GOVERNING DOCUMENT. FORM 990, PART XI, LINE 9: IMPAIRMENT LOSS -119,348. SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE 1 HAIRPIN DR EDWARDSVILLE IL 62025 370986220 PUBLIC UNIVERSITY IL 501(C)(3) LINE 6 0 ALUMNI ASSOCIATION OF SIUE 30 NORTH CIRCLE DR CAMPUS BOX 1031 EDWARDSVILLE IL 620261031 237303172 ALUMNI ASSOCIATION IL 501(C)(3) LINE 10 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0